WhiteOak Capital Banking & Financial Services Fund vs HDFC Banking and Financial Services Fund compare
WhiteOak Capital Banking & Financial Services Fund-Reg (G)
Invest NowHDFC Banking and Financial Services Fund - Growth Option
Invest NowChart Comparison
Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | HDFC Banking and Financial Services Fund - Growth Option |
---|---|---|
Fund | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | HDFC Banking and Financial Services Fund - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹171 Cr | ₹3631 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 06 Feb 2024 | 05 Jun 2021 |
Category | Banking & Financial | Banking & Financial |
Fund Type | Open Ended | Open Ended |
Benchmark | NiftyFinancialServices TRI | NIFTY Financial Services TRI |
Turn Over | % | 26.23% |
Expense Ratio | 2.37 | 1.89 |
Manager | Trupti Agrawal | Dhruv Muchhal |
ISIN Code | INF03VN01852 | INF179KC1BJ4 |
Exits Load | Exit load of 1%, if redeemed within 1 month./365 | Exit load of 1%, if redeemed within 30 days./365 |
Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | HDFC Banking and Financial Services Fund - Growth Option |
---|---|---|
1 Month | 1.54% | 1% |
6 Month | 13.76% | 13.36% |
1 Year | - | 24.09% |
3 Year | - | 15.12% |
5 Year | - | - |
Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | HDFC Banking and Financial Services Fund - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 3.44% | 10.17% |
3 Year | 3.44% | 30.49% |
5 Year | 3.44% | 30.49% |
Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | HDFC Banking and Financial Services Fund - Growth Option |
---|---|---|
1 Year | - | 20.36% |
3 Year | - | 14.52% |
5 Year | - | - |
Scheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | HDFC Banking and Financial Services Fund - Growth Option |
---|---|---|
Standard Deviation | - | 18.15% |
Sharp | - | 0.67% |
Beta | - | 0.92% |
Alpha | - | 3.42% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme Name | WhiteOak Capital Banking & Financial Services Fund-Reg (G) | HDFC Banking and Financial Services Fund - Growth Option |
---|---|---|
Name | Trupti Agrawal | Dhruv Muchhal |
Total AUM | ₹0 Cr | ₹520687 Cr |
Fund Manage | 7 | 40 |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) | HDFC Banking and Financial Services Fund - Growth Option |
Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
HDFC Banking and Financial Services Fund - Growth Option |
---|---|---|
Others | 7.55 | 1.11 |
Large Cap | 68.67 | 71.89 |
Small Cap | 20.63 | 18.49 |
Mid Cap | 3.17 | 8.51 |
Scheme Name |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) |
HDFC Banking and Financial Services Fund - Growth Option |
---|---|---|
Financial | 94.2 | 92.23 |
Others | -0.38 | 0.5 |
Insurance | 1.76 | 5.17 |
Technology | 1.14 | - |
Services | 3.3 | 2.1 |
Top Comparisons
Tata Focused Equity Fund-Regular Plan-Growth
3Y Returns19.04%
360 ONE Focused Equity Fund Regular-Growth
3Y Returns20.24%
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH
3Y Returns0%
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns26.25%
SBI Small Cap Fund - Regular Plan - Growth
3Y Returns20.37%
Nippon India Small Cap Fund - Growth Plan - Bonus Option
3Y Returns29.78%
ICICI Prudential Large & Mid Cap Fund - Growth
3Y Returns27.46%
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
3Y Returns17.45%